401k Plan data: PAUL MARGULIES, M.D. MONEY PURCHASE PLAN plan

PAUL MARGULIES, M.D. MONEY PURCHASE PLAN 401k Plan overview

Plan Name	PAUL MARGULIES, M.D. MONEY PURCHASE PLAN
Plan identification number	002

PAUL MARGULIES, M.D. MONEY PURCHASE PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Money purchase (other than target benefit)
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Participant-directed brokerage accounts provided as an investment option under the plan.
Plan covering Self-Employed individuals.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

PAUL MARGULIES, M.D. has sponsored the creation of one or more 401k plans.

Company Name: PAUL MARGULIES, M.D.

Employer identification number (EIN): 112391998

NAIC Classification: 621111
NAIC Description: Offices of Physicians (except Mental Health Specialists)

Form 5500 Filing Information

Submission information for form 5500 for 401k plan PAUL MARGULIES, M.D. MONEY PURCHASE PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-01-01 PAUL MARGULIES 2023-08-24 PAUL MARGULIES 2023-08-24
002 2022-01-01 PAUL MARGULIES 2023-05-03 PAUL MARGULIES 2023-05-03
002 2021-01-01 PAUL MARGULIES 2022-04-09
002 2020-01-01 PAUL MARGULIES 2021-07-13 PAUL MARGULIES 2021-07-13
002 2019-01-01 PAUL MARGULIES 2020-07-17 PAUL MARGULIES 2020-07-17
002 2018-01-01 PAUL MARGULIES 2019-05-16 PAUL MARGULIES 2019-05-16
002 2017-01-01 PAUL MARGULIES 2018-07-13 PAUL MARGULIES 2018-07-13
002 2016-01-01 PAUL MARGULIES 2017-08-31 PAUL MARGULIES 2017-08-31
002 2015-01-01 PAUL MARGULIES 2017-08-31 PAUL MARGULIES 2017-08-31
002 2014-01-01 PAUL MARGULIES 2015-08-25
002 2013-01-01 PAUL MARGULIES 2014-06-03
002 2012-01-01 PAUL MARGULIES 2013-06-04 PAUL MARGULIES 2013-06-04
002 2011-01-01 PAUL MARGULIES 2012-07-17
002 2010-01-01 PAUL MARGULIES 2011-07-12

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed	Name of Company Sponsor	Date Sponsor Signed
002	2023-01-01	PAUL MARGULIES	2023-08-24	PAUL MARGULIES	2023-08-24
002	2022-01-01	PAUL MARGULIES	2023-05-03	PAUL MARGULIES	2023-05-03
002	2021-01-01	PAUL MARGULIES	2022-04-09
002	2020-01-01	PAUL MARGULIES	2021-07-13	PAUL MARGULIES	2021-07-13
002	2019-01-01	PAUL MARGULIES	2020-07-17	PAUL MARGULIES	2020-07-17
002	2018-01-01	PAUL MARGULIES	2019-05-16	PAUL MARGULIES	2019-05-16
002	2017-01-01	PAUL MARGULIES	2018-07-13	PAUL MARGULIES	2018-07-13
002	2016-01-01	PAUL MARGULIES	2017-08-31	PAUL MARGULIES	2017-08-31
002	2015-01-01	PAUL MARGULIES	2017-08-31	PAUL MARGULIES	2017-08-31
002	2014-01-01	PAUL MARGULIES	2015-08-25
002	2013-01-01	PAUL MARGULIES	2014-06-03
002	2012-01-01	PAUL MARGULIES	2013-06-04	PAUL MARGULIES	2013-06-04
002	2011-01-01	PAUL MARGULIES	2012-07-17
002	2010-01-01	PAUL MARGULIES	2011-07-12

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Company Name:	PAUL MARGULIES, M.D.
Employer identification number (EIN):	112391998
NAIC Classification:	621111
NAIC Description:	Offices of Physicians (except Mental Health Specialists)